Civic Intelligence

Aging with Dignity Inc.

990 • Fiscal year 2011 • EIN 59-3367487

Jan 01, 2011 to Dec 31, 2011 • Filed on Nov 06, 2012

P O Box 166132302
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

16th percentile

0.00x

Higher debt load relative to assets than 16% of similar nonprofits.

2011 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2011

Asset Growth

53rd percentile

1.0%

Faster asset growth than 53% of similar nonprofits.

2011 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Up

$3,364,658

Up $34,209 (+1.0%) from 2010

Net Assets

Up

$3,357,057

Up $50,850 (+1.5%) from 2010

Liabilities

Down

$7,601

Down $16,641 (-69%) from 2010

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$1,190,151

Up $8,297 (+0.7%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$15M$10M$5.0M$0Assets 2010: $3,330,449Liabilities 2010: $24,242Net Assets 2010: $3,306,2072010Assets 2011: $3,364,658Liabilities 2011: $7,601Net Assets 2011: $3,357,0572011Assets 2012: $3,687,413Liabilities 2012: $10,997Net Assets 2012: $3,676,4162012Assets 2013: $3,824,652Liabilities 2013: $34,928Net Assets 2013: $3,789,7242013Assets 2014: $3,936,221Liabilities 2014: $37,921Net Assets 2014: $3,898,3002014Assets 2015: $3,626,190Liabilities 2015: $46,240Net Assets 2015: $3,579,9502015Assets 2016: $3,818,723Liabilities 2016: $85,717Net Assets 2016: $3,733,0062016Assets 2017: $3,917,034Liabilities 2017: $111,546Net Assets 2017: $3,805,4882017Assets 2018: $3,911,505Liabilities 2018: $159,326Net Assets 2018: $3,752,1792018Assets 2019: $4,159,017Liabilities 2019: $188,018Net Assets 2019: $3,970,9992019Assets 2020: $6,221,963Liabilities 2020: $224,446Net Assets 2020: $5,997,5172020Assets 2021: $7,983,253Liabilities 2021: $229,537Net Assets 2021: $7,753,7162021Assets 2022: $9,099,778Liabilities 2022: $444,797Net Assets 2022: $8,654,9812022Assets 2023: $10,559,394Liabilities 2023: $588,774Net Assets 2023: $9,970,6202023Assets 2024: $11,521,298Liabilities 2024: $656,963Net Assets 2024: $10,864,3352024

Highlighted filing

2011

Assets$3,364,658
Liabilities$7,601
Net Assets$3,357,057

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$4.0M$2.0M$0-$2.0MExpenses 2010: $1,181,8542010Expenses 2011: $1,190,1512011Expenses 2012: $1,109,6522012Revenue 2013: $1,388,698Expenses 2013: $1,199,370Net Income 2013: $189,3282013Revenue 2014: $1,486,515Expenses 2014: $1,416,469Net Income 2014: $70,0462014Revenue 2015: $1,617,966Expenses 2015: $1,877,943Net Income 2015: -$259,9772015Revenue 2016: $1,660,536Expenses 2016: $1,545,560Net Income 2016: $114,9762016Revenue 2017: $1,378,095Expenses 2017: $1,404,683Net Income 2017: -$26,5882017Revenue 2018: $1,580,441Expenses 2018: $1,542,978Net Income 2018: $37,4632018Revenue 2019: $1,702,117Expenses 2019: $1,647,296Net Income 2019: $54,8212019Revenue 2020: $3,637,857Expenses 2020: $1,768,837Net Income 2020: $1,869,0202020Revenue 2021: $3,882,428Expenses 2021: $2,094,702Net Income 2021: $1,787,7262021Revenue 2022: $3,813,804Expenses 2022: $2,522,775Net Income 2022: $1,291,0292022Revenue 2023: $3,843,422Expenses 2023: $2,644,499Net Income 2023: $1,198,9232023Revenue 2024: $3,663,188Expenses 2024: $3,130,656Net Income 2024: $532,5322024

Highlighted filing

2011

Revenue-
Expenses$1,190,151
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Nov 6, 2012
Return Version
2011v1.2
Gross Receipts
$1,537,957
Mission and Program Overview

Mission

To affirm and safeguard the human dignity of individuals as they age and to promote better care for those near the end of life.

Major Activities

Activity 2
Advocating for better end-of-life care that preserves human dignity and promoting sound public policy on aging
Filing and Contact Details

Filer

EIN
59-3367487
Raw XML AppendixShowing 400 of 502 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReview0false
IRS990/AccountsPayableAccruedExpenses/BOY024241
IRS990/AccountsPayableAccruedExpenses/EOY07601
IRS990/AccountsReceivable/BOY0181954
IRS990/AccountsReceivable/EOY0137122
IRS990/ActivitiesConductedPartnership0false
IRS990/Activity2/Description0ADVOCATING FOR BETTER END-OF-LIFE CARE THAT PRESERVES HUMAN DIGNITY AND PROMOTING SOUND PUBLIC POLICY ON AGING
IRS990/Activity2/Expense0248339
IRS990/Activity2/Revenue01492
IRS990/ActivityOrMissionDescription0TO AFFIRM AND SAFEGUARD THE HUMAN DIGNITY OF INDIVIDUALS AS THEY AGE AND TO PROMOTE BETTER CARE FOR THOSE NEAR THE END OF LIFE.
IRS990/AddressPrincipalOfficerUS/AddressLine10PO BOX 1661
IRS990/AddressPrincipalOfficerUS/City0TALLAHASSEE
IRS990/AddressPrincipalOfficerUS/State0FL
IRS990/AddressPrincipalOfficerUS/ZIPCode032302
IRS990/Advertising/ManagementAndGeneral0198
IRS990/Advertising/ProgramServices04553
IRS990/Advertising/Total04751
IRS990/AllOtherContributions01492
IRS990/AllOtherExpenses/ManagementAndGeneral0449
IRS990/AllOtherExpenses/ProgramServices07843
IRS990/AllOtherExpenses/Total08292
IRS990/AnnualDisclosureCoveredPersons0true
IRS990/AuditCommittee0true
IRS990/BenefitsPaidToMembersCY00
IRS990/BsnssRltnshpThruFamilyMember0true
IRS990/BsnssRltnshpWithOrganization0true
IRS990/CashNonInterestBearing/BOY081207
IRS990/CashNonInterestBearing/EOY041597
IRS990/ChangesToOrganizingDocs0false
IRS990/CollectionsOfArt0false
IRS990/CompCurrentOfficersDirectors/ManagementAndGeneral036773
IRS990/CompCurrentOfficersDirectors/ProgramServices0274311
IRS990/CompCurrentOfficersDirectors/Total0311084
IRS990/CompensationFromOtherSources0false
IRS990/CompensationProcessCEO0true
IRS990/CompensationProcessOther0true
IRS990/ConflictOfInterestPolicy0true
IRS990/ConservationEasements0false
IRS990/ConsolidatedAuditFinancialStmt0false
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/AddressLine105174 MILANO STREET
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/City0AVE MARIA
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/State0FL
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/ZIPCode034142
IRS990/ContractorCompensation/Compensation0108452
IRS990/ContractorCompensation/DescriptionOfServices0CONSULTING
IRS990/ContractorCompensation/NameOfContractor/NameBusiness/BusinessNameLine10JIM TOWEY CONSULTING
IRS990/ContractorCompensation/NameOfContractor/NameBusiness/BusinessNameLine20CONSULTING
IRS990/ContributionsGrantsCurrentYear01492
IRS990/ContributionsGrantsPriorYear03006
IRS990/CostOfGoodsSold0223160
IRS990/CreditCounseling0false
IRS990/DecisionsSubjectToApproval0false
IRS990/DeductibleContributionsOfArt0false
IRS990/DeductibleNonCashContributions0false
IRS990/DelegationOfManagementDuties0false
IRS990/DescribedIn501C30true
IRS990/Description0DISTRIBUTE FIVE WISHES ADVANCE DIRECTIVE AND OTHER MATERIALS AND EDUCATE THE PUBLIC ON ADVANCE CARE PLANNING THROUGH WORKSHOPS, TO PROMOTE HUMAN DIGNITY FOR ELDERS AND THOSE WHO CARE FOR THEM
IRS990/DisregardedEntity0false
IRS990/DocumentRetentionPolicy0true
IRS990/DonorAdvisedFunds0false
IRS990/ElectionOfBoardMembers0false
IRS990/EmploymentTaxReturnsFiled0true
IRS990/ExcessBenefitTransaction0false
IRS990/Expense0834709
IRS990/FamilyOrBusinessRelationship0true
IRS990/FederalGrantAuditRequired0false
IRS990/FeesForServicesAccounting/ProgramServices09350
IRS990/FeesForServicesAccounting/Total09350
IRS990/FeesForServicesLegal/ProgramServices01796
IRS990/FeesForServicesLegal/Total01796
IRS990/FinancialStatementConsolidated0X
IRS990/FollowSFAS1170X
IRS990/ForeignActivities0false
IRS990/ForeignFinancialAccount0false
IRS990/ForeignOffice0false
IRS990/Form1098CFiled0false
IRS990/Form8282PropertyDisposedOf0false
IRS990/Form8899Filed0false
IRS990/Form990PartVIISectionA/AverageHoursPerWeek040.00
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector0X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector1X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector2X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector3X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector4X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector5X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector6X
IRS990/Form990PartVIISectionA/NamePerson0PAUL MALLEY
IRS990/Form990PartVIISectionA/NamePerson1E ZIMMERMANN BOULOS
IRS990/Form990PartVIISectionA/NamePerson2GUY SMITH
IRS990/Form990PartVIISectionA/NamePerson3ROBERT BROCHIN
IRS990/Form990PartVIISectionA/NamePerson4PATRICIA RUSSEL
IRS990/Form990PartVIISectionA/NamePerson5LESLIE PIET
IRS990/Form990PartVIISectionA/NamePerson6JIM TOWEY
IRS990/Form990PartVIISectionA/Officer0X
IRS990/Form990PartVIISectionA/Officer1X
IRS990/Form990PartVIISectionA/Officer2X
IRS990/Form990PartVIISectionA/Officer3X
IRS990/Form990PartVIISectionA/OtherCompensation035887
IRS990/Form990PartVIISectionA/OtherCompensation10
IRS990/Form990PartVIISectionA/OtherCompensation20
IRS990/Form990PartVIISectionA/OtherCompensation30
IRS990/Form990PartVIISectionA/OtherCompensation40
IRS990/Form990PartVIISectionA/OtherCompensation50
IRS990/Form990PartVIISectionA/OtherCompensation60
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization0161894
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization10
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization20
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization30
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization40
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization50
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization60
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs00
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs10
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs20
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs30
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs40
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs50
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs60
IRS990/Form990PartVIISectionA/Title0PRESIDENT
IRS990/Form990PartVIISectionA/Title1TREASURER
IRS990/Form990PartVIISectionA/Title2CHAIRMAN
IRS990/Form990PartVIISectionA/Title3DIRECTOR
IRS990/Form990PartVIISectionA/Title4SECRETARY
IRS990/Form990PartVIISectionA/Title5DIRECTOR
IRS990/Form990PartVIISectionA/Title6SEE SECB FOR
IRS990/Form990ProvidedToGoverningBody0true
IRS990/FormersListed0false
IRS990/FSAudited0true
IRS990/FundraisingActivities0false
IRS990/FundsToPayPremiums0false
IRS990/GainOrLoss/Securities0-506
IRS990/Gaming0false
IRS990/GrantsAndSimilarAmntsCY00
IRS990/GrantsToIndividuals0false
IRS990/GrantsToOrganizations0false
IRS990/GrantToRelatedPerson0false
IRS990/GrossAmountSalesAssets/Securities066838
IRS990/GrossReceipts01537957
IRS990/GrossSalesOfInventory01304431
IRS990/GroupReturnForAffiliates0false
IRS990/Hospital0false
IRS990/IndependentAuditFinancialStmt0true
IRS990/IndoorTanningServices0false
IRS990/InfoInScheduleOPartVI0X
IRS990/InfoInScheduleOPartXI0X
IRS990/InformationTechnology/Fundraising035
IRS990/InformationTechnology/ProgramServices027936
IRS990/InformationTechnology/Total027971
IRS990/Insurance/ManagementAndGeneral0780
IRS990/Insurance/ProgramServices07021
IRS990/Insurance/Total07801
IRS990/InventoriesForSaleOrUse/BOY038020
IRS990/InventoriesForSaleOrUse/EOY028436
IRS990/InvestmentIncomeCurrentYear043190
IRS990/InvestmentIncome/ExclusionAmount043696
IRS990/InvestmentIncomePriorYear055133
IRS990/InvestmentIncome/TotalRevenueColumn043696
IRS990/InvestmentInJointVenture0false
IRS990/InvestmentsPubTradedSecurities/BOY01249988
IRS990/InvestmentsPubTradedSecurities/EOY0495427
IRS990/LandBldgEquipmentAccumDeprec013190
IRS990/LandBuildingsEquipmentBasis013190
IRS990/LessCostOthBasisSalesExpenses/Securities067344
IRS990/LoanToOfficerOrDQP0false
IRS990/LobbyingActivities0false
IRS990/LocalChapters0false
IRS990/MaterialDiversionOrMisuse0false
IRS990/MembersOrStockholders0false
IRS990/MethodOfAccountingAccrual0X
IRS990/MinutesOfCommittees0true
IRS990/MinutesOfGoverningBody0true
IRS990/MissionDescription0TO AFFIRM AND SAFEGUARD THE HUMAN DIGNITY OF INDIVIDUALS AS THEY AGE AND TO PROMOTE BETTER CARE FOR THOSE NEAR THE END OF LIFE.
IRS990/MoreThan5000KToIndividuals0false
IRS990/MoreThan5000KToOrganizations0false
IRS990/NameOfPrincipalOfficerPerson0PAUL MALLEY
IRS990/NbrIndependentVotingMembers05
IRS990/NbrVotingGoverningBodyMembers07
IRS990/NbrVotingMembersGoverningBody07
IRS990/NetAssetsOrFundBalancesBOY03306207
IRS990/NetAssetsOrFundBalancesEOY03357057
IRS990/NetGainOrLossInvestments/RelatedOrExemptFunctionIncome0-506
IRS990/NetGainOrLossInvestments/TotalRevenueColumn0-506
IRS990/NetIncomeOrLoss/RelatedOrExemptFunctionIncome01081271
IRS990/NetIncomeOrLoss/TotalRevenueColumn01081271
IRS990/NonDeductibleContributions0false
IRS990/NumberFormsTransmittedWith109602
IRS990/NumberIndependentVotingMembers05
IRS990/NumberIndividualsGT100K01
IRS990/NumberOfContractorsGT100K01
IRS990/NumberOfEmployees014
IRS990/NumberW2GIncluded00
IRS990/Occupancy/ManagementAndGeneral08071
IRS990/Occupancy/ProgramServices045735
IRS990/Occupancy/Total053806
IRS990/OfficeExpenses/ManagementAndGeneral09626
IRS990/OfficeExpenses/ProgramServices0122080
IRS990/OfficeExpenses/Total0131706
IRS990/OfficerEntityWithBsnssRltnshp0false
IRS990/OfficerMailingAddress0false
IRS990/Organization501c30X
IRS990/OtherAssetsTotal/BOY02405
IRS990/OtherAssetsTotal/EOY02405
IRS990/OtherEmployeeBenefits/ManagementAndGeneral03954
IRS990/OtherEmployeeBenefits/ProgramServices027983
IRS990/OtherEmployeeBenefits/Total031937
IRS990/OtherExpensePriorYear0494205
IRS990/OtherExpensesCurrentYear0460317
IRS990/OtherExpenses/Description0CONSULTING
IRS990/OtherExpenses/Description1MISCELLANEOUS
IRS990/OtherExpenses/Description2COMMUNICATIONS
IRS990/OtherExpenses/Description3FORUM EXPENSE
IRS990/OtherExpenses/ManagementAndGeneral049
IRS990/OtherExpenses/ManagementAndGeneral1746
IRS990/OtherExpenses/ProgramServices0126867
IRS990/OtherExpenses/ProgramServices128139
IRS990/OtherExpenses/ProgramServices215881
IRS990/OtherExpenses/ProgramServices35670
IRS990/OtherExpenses/Total0126916
IRS990/OtherExpenses/Total128139
IRS990/OtherExpenses/Total216627
IRS990/OtherExpenses/Total35670
IRS990/OtherRevenueCurrentYear01081271
IRS990/OtherRevenuePriorYear01110774
IRS990/OtherSalariesAndWages/ManagementAndGeneral036142
IRS990/OtherSalariesAndWages/ProgramServices0297708
IRS990/OtherSalariesAndWages/Total0333850
IRS990/OtherWebsite0X
IRS990/PartialLiquidation0false
IRS990/PayrollTaxes/ManagementAndGeneral02866
IRS990/PayrollTaxes/ProgramServices022236
IRS990/PayrollTaxes/Total025102
IRS990/PensionPlanContributions/ManagementAndGeneral03234
IRS990/PensionPlanContributions/ProgramServices024627
IRS990/PensionPlanContributions/Total027861
IRS990/PoliticalActivities0false
IRS990/PremiumsPaid0false
IRS990/PrepaidExpensesDeferredCharges/BOY07364
IRS990/PrepaidExpensesDeferredCharges/EOY012977
IRS990/PriorExcessBenefitTransaction0false
IRS990/ProfessionalFundraising0false
IRS990/ProgramServiceRevenueCY0121500
IRS990/ProgramServiceRevenue/Description0LICENSE SALES
IRS990/ProgramServiceRevenuePriorYear0211902
IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome0121500
IRS990/ProgramServiceRevenue/TotalRevenueColumn0121500
IRS990/ProhibitedTaxShelterTrans0false
IRS990/QuidProQuoContributions0false
IRS990/ReconcilationOtherChanges0-6452
IRS990/ReconcilationRevenueExpenses057302
IRS990/RegularMonitoringEnforcement0true
IRS990/RelatedEntity0false
IRS990/RelatedOrgControlledEntity0false
IRS990/ReportFin48Footnote0false
IRS990/ReportInvestOthSecurities0false
IRS990/ReportLandBldgEquip0true
IRS990/ReportOtherAssets0false
IRS990/ReportOtherLiabilities0false
IRS990/ReportProgRelInvest0false
IRS990/Revenue01081271
IRS990/RevenuesLessExpensesCY057302
IRS990/RevenuesLessExpensesPriorYear0198961
IRS990/SalariesEtcCurrentYear0729834
IRS990/SalariesEtcPriorYear0687649
IRS990/SavingsAndTempCashInvestments/BOY01769510
IRS990/SavingsAndTempCashInvestments/EOY02646694
IRS990ScheduleA/AmtsFromSubstContributors/CurrentTaxYear0181761
IRS990ScheduleA/AmtsFromSubstContributors/CurrentTaxYearMinus1Year0395490
IRS990ScheduleA/AmtsFromSubstContributors/CurrentTaxYearMinus2Years0150438
IRS990ScheduleA/AmtsFromSubstContributors/CurrentTaxYearMinus3Years048005
IRS990ScheduleA/AmtsFromSubstContributors/CurrentTaxYearMinus4Years0258351
IRS990ScheduleA/AmtsFromSubstContributors/Total01034045
IRS990ScheduleA/AmtsRecdFromDisqualPersons/CurrentTaxYearMinus2Years029938
IRS990ScheduleA/AmtsRecdFromDisqualPersons/CurrentTaxYearMinus3Years015214
IRS990ScheduleA/AmtsRecdFromDisqualPersons/Total045152
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYear01492
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus1Year03006
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus2Years031971
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus3Years011682
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus4Years06273
IRS990ScheduleA/GiftsGrantsContribReceived509/Total054424
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYear043696
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus1Year055133
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus2Years065178
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus3Years0113201
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus4Years0114334
IRS990ScheduleA/GrossInvestmentIncome509/Total0391542
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYear01425931
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus1Year01610358
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus2Years01208561
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus3Years0979370
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus4Years01164695
IRS990ScheduleA/GrossReceiptsFromAdmissions/Total06388915
IRS990ScheduleA/GrossReceiptsFromNonUBI/CurrentTaxYearMinus4Years0-15498
IRS990ScheduleA/GrossReceiptsFromNonUBI/Total0-15498
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYear043696
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus1Year055133
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus2Years065178
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus3Years0113201
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus4Years0114334
IRS990ScheduleA/InvestmentIncomeAndUBTI/Total0391542
IRS990ScheduleA/InvestmentIncomePercentage00.06000
IRS990ScheduleA/PriorYearSupportPercentage00.74250
IRS990ScheduleA/PriorYrInvestIncomePercentage00.06000
IRS990ScheduleA/PubliclySupportedOrg509a20X
IRS990ScheduleA/PublicSupportPercentage50900.78430
IRS990ScheduleA/PublicSupportTotal50905348644
IRS990ScheduleA/SupportFromDQPsEtc/CurrentTaxYear0181761
IRS990ScheduleA/SupportFromDQPsEtc/CurrentTaxYearMinus1Year0395490
IRS990ScheduleA/SupportFromDQPsEtc/CurrentTaxYearMinus2Years0180376
IRS990ScheduleA/SupportFromDQPsEtc/CurrentTaxYearMinus3Years063219
IRS990ScheduleA/SupportFromDQPsEtc/CurrentTaxYearMinus4Years0258351
IRS990ScheduleA/SupportFromDQPsEtc/Total01079197
IRS990ScheduleA/ThirtyThreePercntTestsCY5090X
IRS990ScheduleA/Total509/CurrentTaxYear01427423
IRS990ScheduleA/Total509/CurrentTaxYearMinus1Year01613364
IRS990ScheduleA/Total509/CurrentTaxYearMinus2Years01240532
IRS990ScheduleA/Total509/CurrentTaxYearMinus3Years0991052
IRS990ScheduleA/Total509/CurrentTaxYearMinus4Years01155470
IRS990ScheduleA/Total509/Total06427841
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYear01471119
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus1Year01668497
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus2Years01305710
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus3Years01104253
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus4Years01269804
IRS990ScheduleA/TotalSupportTotal/Total06819383
IRS990/ScheduleBRequired0false
IRS990ScheduleD/AgentTrusteeEtc0false
IRS990ScheduleD/AreRelatedOrgsListedScheduleR0false
IRS990ScheduleD/DisclosedForCharitablePurposes0false
IRS990ScheduleD/DisclosedOrgsLegalControl0false
IRS990ScheduleD/EndowmentsHeldByRelatedOrgs0false
IRS990ScheduleD/EndowmentsHeldByUnrelatedOrgs0false
IRS990ScheduleD/Equipment/Depreciation013190
IRS990ScheduleD/Equipment/OtherCostOrOtherBasis013190
IRS990ScheduleD/ExcessOrDeficitForYear057302
IRS990ScheduleD/ExcessOrDeficitPerFS050850
IRS990ScheduleD/ExpensesNotRptdF9900221652
IRS990ScheduleD/ExpensesSubtotal01190151
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation0COST OF GOODS SOLD 223,160 INVESTMENT FEES -1,508 COST OF GOODS SOLD -223,160 INVESTMENT FEES 1,508
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation1COST OF GOODS SOLD 223,160 INVESTMENT FEES -1,508
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation2COST OF GOODS SOLD 223,160 INVESTMENT FEES -1,508
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier0RECONCILIATION OF CHANGES - OTHER
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier1REVENUE AMOUNTS INCLUDED IN FINANCIALS - OTHER
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier2EXPENSE AMOUNTS INCLUDED IN FINANCIALS - OTHER
IRS990ScheduleD/Form990ScheduleDPartXIV/ReturnReference0SCHEDULE D, PAGE 4, PART XI, LINE 8
IRS990ScheduleD/Form990ScheduleDPartXIV/ReturnReference1SCHEDULE D, PAGE 4, PART XII, LINE 2D
IRS990ScheduleD/Form990ScheduleDPartXIV/ReturnReference2SCHEDULE D, PAGE 4, PART XIII, LINE 2D
IRS990ScheduleD/IncludedOnFS0false
IRS990ScheduleD/NetUnrealizedGainsInvestments0-6452
IRS990ScheduleD/NetUnrealizedGLOnInvestments0-6452
IRS990ScheduleD/OtherExpensesIncluded0221652
IRS990ScheduleD/OtherRevenues0221652
IRS990ScheduleD/RevenueNotRptdF9900215200
IRS990ScheduleD/RevenueSubtotal01247453
IRS990ScheduleD/Sect170hRequirementsSatisfied0false
IRS990ScheduleD/SolicitedAssetsForSale0false
IRS990ScheduleD/TotalAdjustments0-6452
IRS990ScheduleD/TotalExpenses01190151
IRS990ScheduleD/TotalExpensesPerForm99001190151
IRS990ScheduleD/TotalRevenue01247453
IRS990ScheduleD/TotalRevenuePerForm99001247453
IRS990ScheduleD/TotExpensesEtcAuditedFinclStmt01411803
IRS990ScheduleD/TotRevenueEtcAuditedFinclStmt01462653
IRS990ScheduleD/WrittenPolicyMonitoring0false
IRS990ScheduleJ/AnyNonFixedPayments0false
IRS990ScheduleJ/BoardOrCommitteeApproval0X
IRS990ScheduleJ/CompBasedNetEarningsFilingOrg0false
IRS990ScheduleJ/CompBasedNetEarningsRelateOrgs0false
IRS990ScheduleJ/CompBasedOnRevenueOfFilingOrg0false
IRS990ScheduleJ/CompBasedOnRevenueRelatedOrgs0false
IRS990ScheduleJ/CompensationCommittee0X
IRS990ScheduleJ/CompensationSurvey0X
IRS990ScheduleJ/EquityBasedCompArrangement0false
IRS990ScheduleJ/Form990OfOtherOrganizations0X
IRS990ScheduleJ/Form990ScheduleJPartII/BaseCompensationFilingOrg0146894
IRS990ScheduleJ/Form990ScheduleJPartII/BonusFilingOrg015000
IRS990ScheduleJ/Form990ScheduleJPartII/CompReportPrior990FilingOrg0189994
IRS990ScheduleJ/Form990ScheduleJPartII/DeferredCompFilingOrg026918
IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson0PAUL MALLEY
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsFilingOrg08969
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationFilingOrg0197781
IRS990ScheduleJ/InitialContractException0false
IRS990/ScheduleJRequired0true
IRS990ScheduleJ/SeverancePayment0false
IRS990ScheduleJ/SupplementalNonqualRetirePlan0false
IRS990ScheduleJ/WrittenEmploymentContract0X
IRS990ScheduleL/Form990ScheduleLPartIV/AmountOfTransaction095945
IRS990ScheduleL/Form990ScheduleLPartIV/DescriptionOfTransaction0EMPLOYEE
IRS990ScheduleL/Form990ScheduleLPartIV/NameOfInterestedPerson/NamePerson0ED TOWEY
IRS990ScheduleL/Form990ScheduleLPartIV/Relationship0FAMILY MEMBER
IRS990ScheduleL/Form990ScheduleLPartIV/SharingOfRevenues0false
IRS990ScheduleO/GeneralExplanation/Explanation0JIM TOWEY ED TOWEY DIRECTOR EMPLOYEE BROTHERS
IRS990ScheduleO/GeneralExplanation/Explanation1THE ORGANIZATION EMAILS A DRAFT COPY OF FORM 990 TO THE BOARD MEMBERS FOR THEIR REVIEW. ADDITIONALLY, THE PRESIDENT AND THE ACCOUNTING DEPARTMENT MANAGER REVIEW THE TAX RETURN THOROUGHLY.
IRS990ScheduleO/GeneralExplanation/Explanation2AT YEARLY BOARD MEETING, BOARD MEMBERS ARE ASKED TO COMPLETE A STATEMENT DISCLOSING ANY CONFLICTS OF INTEREST
IRS990ScheduleO/GeneralExplanation/Explanation3THE BOARD OF DIRECTORS EXCUSES THE PRESIDENT FROM THE MEETING TO DISCUSS HIS ANNUAL REVIEW AND THE COMPENSATION FOR HIS POSITION. THE COMPENSATION COMMITTEE, COMPRISED OF CHAIRMAN, TREASURER AND SECRETARY MAKE A RECOMMENDATION TO THE FULL BOARD. DISCUSSION INCLUDES REVIEW OF 990 FORMS OF OTHER ORGANIZATIONS, EXISTING EMPLOYMENT AGREEMENTS AND RELEVANT COMPENSATION SURVEYS.UPON REACHING A DECISION REGARDING HIS ROLE AS PRESIDENT AND ANY CHANGE IN COMPENSATION THE BOARD CALLS FOR HIS RETURN TO THE MEETING. THE BOARD THEN PRESENTS TO THE PRESIDENT ANY CHANGES TO HIS COMPENSATION FOR THE NEW YEAR. THE BOARD CHAIRMAN (GUY SMITH) FOLLOWS UP WITH A LETTER IN WRITING TO ANY AND ALL CHANGES. THIS LETTER IS THEN PUT INTO THE PRESIDENT'S EMPLOYMENT FOLDER.
IRS990ScheduleO/GeneralExplanation/Explanation4THE COMPENSATION COMMITTEE, COMPRISED OF CHAIRMAN, TREASURER AND SECRETARY MAKE A RECOMMENDATION TO THE FULL BOARD. DISCUSSION INCLUDES REVIEW OF 990 FORMS OF OTHER ORGANIZATIONS, EXISTING EMPLOYMENT AGREEMENTS AND RELEVANT COMPENSATION SURVEYS.
IRS990ScheduleO/GeneralExplanation/Explanation5THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST
IRS990ScheduleO/GeneralExplanation/Explanation6UNREALIZED LOSS ON INVESTMENTS
IRS990ScheduleO/GeneralExplanation/Identifier0RELATED PARTY INFORMATION AMONG OFFICERS
IRS990ScheduleO/GeneralExplanation/Identifier1ORGANIZATION'S PROCESS USED TO REVIEW FORM 990

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.5$0.66$10.9$3.66$3.13$0.53
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.6$0.59$9.97$3.84$2.64$1.20
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.10$0.44$8.65$3.81$2.52$1.29
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.98$0.23$7.75$3.88$2.09$1.79
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.22$0.22$6.00$3.64$1.77$1.87
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.16$0.19$3.97$1.70$1.65$0.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.91$0.16$3.75$1.58$1.54$0.04
2017Summary only. Only limited summary data is available for this year.$3.92$0.11$3.81$1.38$1.40$0.03
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.82$0.09$3.73$1.66$1.55$0.11
2015Detailed filing. Detailed filing data is available for this year.$3.63$0.05$3.58$1.62$1.88$0.26
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.94$0.04$3.90$1.49$1.42$0.07
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.82$0.03$3.79$1.39$1.20$0.19
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.69$0.01$3.68$1.11
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.36$0.01$3.36$1.19
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.33$0.02$3.31$1.18